+4,394.1%
MTZ vs DLTR
+11,640.8%
-7,246.7%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +2.0% |
| 7D | -1.6% | +2.5% | -4.0% | -2.2% |
| 30D | -11.1% | +2.1% | -13.1% | -11.7% |
| 3M | -36.7% | +20.3% | -57.0% | -40.1% |
| 6M | -21.9% | +11.5% | -33.5% | -25.4% |
| YTD | +9.1% | +6.8% | +2.3% | +5.2% |
| 1Y | +30.0% | +31.1% | -1.1% | +18.2% |
| 3Y | +138.5% | +10.7% | +127.8% | +118.7% |
| 5Y | +158.3% | +41.6% | +116.7% | +114.2% |
| 10Y | +700.8% | +58.1% | +642.6% | +517.4% |
| All | +4,394.1% | +11,640.8% | -7,246.7% | +1,002.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DLTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling